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Mark Petro

Advisor at Lakeland Investor Services, Inc.

Updated today

Location

Conneaut Lake, PA

Credentials

Series 66

Industry experience

23 years

About

Mark Petro is the sole advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, holding a Series 66 credential with 23 years of industry experience. He has worked at Lakeland Investor Services since 2002 and also serves as president of Lakeland Insurance Services, LLC, which manages insurance sales and related business operations. Lakeland Investor Services, Inc. provides fee-based wealth advisory and investment management services along with financial planning and one-time consultations. The firm serves individuals, small non-profits, small businesses, and retirement plan sponsors, constructing portfolios tailored to clients’ risk tolerances and time horizons while employing tools such as Monte Carlo simulation and offering fiduciary advice for qualified plans.

Client services

Based on Lakeland Investor Services, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lakeland Investor Services, Inc.

Social Security optimization Long-term care insurance Charitable giving tax strategies Medicare planning

Occupation focus

Based on Lakeland Investor Services, Inc.

Founder/Business Owner Retired

Demographic focus

Based on Lakeland Investor Services, Inc.

Mid-Career Professionals

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Fee options

Fixed

À la carte financial planning fees and investment consultation fees as above.

Percentage

Less than $25,000 - $24,999: Max fee of 1.50% $25,000 - $99,999: 1.10% - 1.25% $100,000 - $199,999: 1.00% - 1.10% $200,000 - $299,999: 0.90% - 1.00% $300,000+: 0.40% - 0.90%

Other

Fee-only: Flat fees for à la carte financial planning services: Retirement Planning $695 flat fee + $295 retainer, Estate Planning $695 or $995 flat fee + $295 retainer (depending on estate value), Education Planning $395 flat fee, Investment Consultation $195 per consultation; Annual updates fees apply for planning services.

Location

Conneaut Lake, PA

Most active in

Pennsylvania

Work history

Lakeland Insurance Services, LLC

2018 - Present (8 years)

Lakeland Investor Services, Inc.

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Matt S

CFP®, RICP®

Meadville, PA

Brookhouse Advisors

At Brookhouse Advisors we incorporate biblically based financial principles to give financial guidance and cultivate a stewardship mindset. We offer services to families and individuals, businesses and non-profits, and those looking to do advanced philanthropic giving. We specialize in faith based asset management and utilize investments specifically aligned with Christian values. On a personal note, I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time traveling with friends whom I met on my two semesters studying abroad in Germany and Hong Kong. I am a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.

Charitable giving & philanthropy ESG / Sustainable investing Christian Faith Based
user avatar

Janeen M

Series 63, Series 65

Hartstown, PA

Planmember Securities Corporation

Janeen Mihoci is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with IRM Distributors, Inc. since 1989 and has a long tenure with Greenville School District starting in 1978. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Gregory C

Series 66

Meadville, PA

Janney Montgomery Scott

Gregory Curtis is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked at Janney since 2020. Prior to joining Janney, he was employed at HBK CPAs & Consultants and Arnett Carbis Toothman. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform offering portfolio management, financial planning, retirement plan advisory, and brokerage services.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Richard L

Series 63, Series 66

Meadville, PA

Janney Montgomery Scott

Richard Laird is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Meghan S

Series 63, Series 65

Meadville, PA

PNC Wealth Management

Meghan Stone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Tyler G

Series 66

Meadville, PA

Janney Montgomery Scott

Tyler Graham is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Chase & Co. from 2013 to 2019. Outside of his advisory role, he serves as Exalted Ruler for the Benevolent and Protective Order of Elks, Meadville Lodge No. 219. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform combining third-party manager strategies, model-based solutions, and in-house portfolio management.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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